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Dynatrace

542 hedge funds and large institutions have $12.7B invested in Dynatrace in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 258 increasing their positions, 143 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $170M | Put options by funds: $89M

80% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 143

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

6% more funds holding

Funds holding: 513542 (+29)

0.85% less ownership

Funds ownership: 93.02%92.17% (-0.85%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

18% less capital invested

Capital invested by funds: $15.5B → $12.7B (-$2.83B)

Holders
542
Holders Change
+29
Holders Change %
+5.65%
% of All Funds
7.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
105
Increased
258
Reduced
143
Closed
72
Calls
$170M
Puts
$89M
Net Calls
+$81.4M
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
501
Central Trust Company
Missouri
$11.1K
AF
502
Advisornet Financial
Minnesota
$10.4K +$8.59K +165 +280%
VWM
503
Venturi Wealth Management
Texas
$10.3K -$8.96K -172 -44%
NFSG
504
Newbridge Financial Services Group
Florida
$9.29K -$15.6K -300 -60%
JWA
505
JFS Wealth Advisors
Pennsylvania
$5.34K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$4.69K +$3.02K +58 +135%
TSWM
507
Tyler-Stone Wealth Management
Ohio
$4.64K +$5.21K +100 New
CA
508
Continuum Advisory
Idaho
$4.64K +$5.21K +100 New
KFI
509
Key Financial Inc
Pennsylvania
$4.6K
RFG
510
RFP Financial Group
Georgia
$4.55K
OLVIG
511
Oliver Lagore Vanvalin Investment Group
Michigan
$4.5K -$1.56K -30 -24%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$4.18K
LFA
513
LGT Financial Advisors
Texas
$3.95K -$4.74K -91 -52%
BIA
514
Bell Investment Advisors
California
$3.9K
UB
515
UMB Bank
Missouri
$2.97K +$3.33K +64 New
HI
516
Harbour Investments
Wisconsin
$2.83K +$312 +6 +11%
HIA
517
Harbor Investment Advisory
Maryland
$2.79K +$3.13K +60 New
WTC
518
WhitTier Trust Company
Nevada
$2.69K +$3.02K +58 New
JFA
519
JNBA Financial Advisors
Minnesota
$2.46K
NS
520
NBC Securities
Alabama
$2K +$260 +5 +9%
CAL
521
Capital Advisors Ltd
Ohio
$2K +$625 +12 +33%
KA
522
Kozak & Associates
Colorado
$1.89K +$2.03K +39 New
PWMG
523
Prestige Wealth Management Group
New Jersey
$1.72K
IA
524
IFP Advisors
Florida
$1.7K -$103K -1,969 -98%
SHIM
525
Stone House Investment Management
Pennsylvania
$1.53K

DT Hedge Fund Activity: Q1 2024 in Review

542 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2024, worth a combined $12.7B — down 18% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DT positions and 72 closed out — a net gain of 33 holders — while 258 added to existing stakes and 143 trimmed.

The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $238M. The largest seller was Thoma Bravo, cutting an estimated $890M.

  • 542 institutional investors held Dynatrace (DT) as of Q1 2024, up from 513 in Q4 2023.
  • Funds reported $12.7B of Dynatrace stock for Q1 2024, down 18% quarter-over-quarter.
  • 105 funds opened new Dynatrace positions in Q1 2024 and 72 closed out, a net change of +33 holders.
  • The largest Dynatrace buyer in Q1 2024 was Dragoneer Investment Group, an estimated $238M added.
  • The largest Dynatrace seller in Q1 2024 was Thoma Bravo, an estimated $890M sold.

Based on aggregated 13F filings for Q1 2024.